Finance & consulting professional


Exchange Student from HKUST Business School
Jan 2008 – Jun 2008

Master of Business Administration (MBA) from New York University – Leonard N Stern School of Business
Aug 2006 – Jun 2008

HBA from Western University – Ivey Business School
Sep 1998 – May 2001

Work Experience

Lead Consultant & Fractional CFO at Lechner Consulting, LLC 
Jun 2018  – present

Reestablishment of prior activities – conducted ~25 business planning, due diligence, investment and fundraising projects. Responsible for market research, industry analysis, predictive models, strategy development, forecasting and project management. Several recurring clients.

Chief Financial Officer at Salt Lending 
Jul 2017  – Jun 2018,  Denver, CO, USA

Oversaw scaling and infrastructure buildout for financial technology marketplace enabling asset backed lending for blockchain / distributed ledger technology assets such as cryptocurrencies. Drove business planning, investment and fundraising projects. Responsible for accounting regulation compliance, audit work, financial reports, HR/payroll/benefits, asset management, treasury, insurance, partnerships, and capital markets activities.

Lead Consultant & Fractional CFO at independent consulting 
Nov 2015  – Jul 2017

Conducted ~10 business planning, due diligence, investment and fundraising projects. Responsible for market research, industry analysis, predictive models, strategy development, forecasting and project management.

Independent Consultant to Telecom Carriers, Private Equity Firms & Hedge Funds

Vice President Corporate Development at Zayo Group 
Aug 2014  – Sep 2015

Oversaw M&A and integration planning, as well as capital markets transactions. Responsible for supporting reporting and accounting/audits, investor relations, board meetings and special projects from executives. Managed up to 4 direct/indirect reports + external professionals. # Drove debt and equity issuances; completed $450M initial public offering & $600M follow on. Refinanced/ issued over $4B in debt at more attractive rates, saving ~$200M in annual interest expenses. # Drove large scale M&A completed $675M acquisition and bridge loan for Latisys, a data center company. # Solely ran smaller M&A completed $51M acquisition of Ideatek, a Kansas-based fiber company. # Sourced M&A opportunities and drove acquisition pipeline; compiled actionable list of 30 targets. # Spearheaded integration planning efforts to ensure quick integration of targets.More

Vice President at Canaccord Genuity Inc. 
Sep 2012  – Jun 2014

Oversaw debt financing and transaction execution. Responsible for business development across metals & mining, technology, sustainability and health care. Hired & trained junior staff and managed up to 6 direct/ indirect reports. # Pitched for mandates; completed $150M convertible preferred financing for satellite company. # Supported public debt offerings; completed $500M dividend recapitalization for consumer/licensing company. # Educated CEOs & CFOs on market opportunities; completed $150M bond offering for sustainability company. # Devised flexible financing alternatives; completed $25M debt financing for industrial company. # Drove lender/investor targeting; completed $90M acquisition financing for online gaming company. # Marketed companies and created financing alternatives; completed $25M equity raise for technology company.More

Associate, Industrials Group at Jefferies & Company 
Jun 2010  – Aug 2012

Associate, Restructuring and Debt Advisory Group at Rothschild 
Aug 2008  – May 2010

Analyst/Consultant, Communications & High Tech Group at Accenture 
May 2002  – Aug 2006

About Me

SENIOR FINANCE & OPERATIONS EXECUTIVE Chief Financial Officer with nearly $30B of M&A and capital markets experience across telecom, technology / SaaS, industrial, medical, and other sectors. Deep-rooted passion for analytical problem solving and 15+ years experience delivering superior financial management solutions across multiple industries. Strong restructuring and operations management background. Equally skilled in strategic planning, acquisition integration, process improvement and project management. Strong international experience. MBA Private Equity | Financial Management | Mergers & Acquisitions | Integrations | Process Automation | Restructuring | Board Reporting | Operations Management | Strategic Direction & Insight | Cash Flow Planning | Key Performance Indicators | Managerial Accounting | Financial Analysis | Due Diligence & Valuation | Annual Budgeting | P&L Management | Accounting Systems | Internal Controls | GAAP | Transfer Pricing | Contract Negotiation | Leadership


Project Categories

  • Value Creation Strategy
  • Strategic Planning
  • Strategic Transformation Project Management
  • Pricing Analysis & Optimization
  • Market Landscape
  • Market Research Project Management
  • Market Mapping & TAM Analysis
  • Voice of the Customer Research
  • Business Process Redesign
  • Commercial Operations
  • Process Improvement
  • Operations Project Management
  • Financial Planning & Analysis
  • Demand Forecasting
  • Financial Modeling
  • Finance Project Management
  • Market Segmentation
  • Competitive Analysis

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